This week on Take 5, in the spirit of Halloween, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss market fears in a lighthearted way. They mention potential economic concerns like elevated mortgage rates, energy p …
By Robert O. Graves, CFP® CERTIFIED FINANCIAL PLANNER™ Colin Powell, the former Chairman of the U.S. Joint Chief of Staff and the Secretary of State, said, “There are no secrets to success. It is the result of preparation, hard work, and learning from failure.” The task of creating …
Are there any financial mistakes you would warn yourself about or maybe an opportunity you’d like to share? We all wish we would have invested in one of the big tech companies during the initial public offering or maybe make a 35-1 odds bet on that underdog team who won the Super bowl.
Published by Paul West When you think of a financial advisor, what’s the first thing that comes to mind? Unfortunately, for many of you it’s one word- salesman. While some of those type of “sales-y” advisor types do still exist, they are commission based representatives that only have to ma …
Published by Teresa Milner We all experience many journeys in life. Often times we are left wondering why certain things happen to us. Why do we suffer? Why we do experience joy? Why am I alone? Why, why, why . . .
Most people plan to leave the workforce at some point in their life. While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work …
At 30 years old, Ken received an inheritance and wasn’t sure how to manage his new wealth. His friend, who was my client, suggested that he give me a call. That was in 1965. Since then, Ken and his wife Kathleen have trusted me to assist in their Life Plan – one that started simply …
